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How to automate job charging

You can set Maidily to automatically charge and close out jobs for you
Written by Mony
Updated 2 months ago

You can set Maidily to automatically charge and close out a job for you based when you want this done.

  • Go to Settings --> General - Customer communication
  • Check the 'Charge customers automatically' box
  • Choose when you would like the payment to be collected (based on the service date):
    • On the day (of service)
    • After

  • Make sure to scroll down and lick 'Save'

Additional information

  • Jobs that have credit cards associated with them will have the cards charged directly
  • Failed payments will be sent to you via email
  • Jobs that have the payment type set as 'Invoice' will NOT be automatically charged

Have questions? Please email us at help@maidily.com for answers

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